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Accounts Receivable Collection Analyst
3 months ago
In the wild world of logistics, two characteristics are necessary for success: perseverance and spirit. That’s why Evans has built and continues to build an unstoppable team of dedicated, passionate, and innovative individuals who keep our engine powering forward amidst an industry defined by constant change. As a small-to-medium enterprise, every member of our team has a direct impact upon the growth of our customers, carrier partners and, of course, upon Evans; that’s why our slogan is Growing Together
Under the direction of the A/R Manager, this role will be responsible for collection of outstanding accounts receivable dollars from the existing client base and all other aspects of collections including resolving customer billing problems and reducing accounts receivable delinquency while conducting conversations in a clear and professional manner.
LOCATION: In-Office - Delafield, WI
ROLES AND RESPONSIBILITIES
- Maintain the AR aging file and report to management weekly on payment status – approximately 100-150 customer accounts
- Communicate with customers via phone calls and other correspondence to acquire payment on delinquent accounts
- Collaborate and effectively communicate with internal team members; Operations, Billing, Accounting, etc. to resolve customer collection issues
- Provide professional customer service regarding collection issues by working with customers to identify and address reasons for late and/or partial payments, settle disputes, resolve discrepancies, and maintain a positive relationship with the customer
- Working within multiple customer portals verifying invoices have been uploaded and review customer disputes and payment status
- Provide internal analysis of customer accounts and submit requests for customer refunds and account adjustments
- Escalate to management when customer AR balances have exceeded their credit insurance limit
- Provide a monthly analysis of uncollectible AR balances and suggest write-off amounts
- Perform all other duties as assigned
QUALIFICATIONS/REQUIREMENTS
- Bachelor's degree in accounting or equivalent years of work experience.
- Excellent communication skills, verbal and written.
- Intermediate Microsoft Excel skills or higher.
- Ability to prioritize and manage multiple responsibilities within a fast-paced growing environment.
- 2+ years of A/R collections experience preferred.
- Transportation / logistics experience preferred.
- Ability to read, write, type and speak English fluently is a requirement of this position.
PHYSICAL DEMAND AND WORK ENVIRONMENT
The typical work environment is fast-paced and moderately quiet. Regular use of office equipment is expected, including computer, fax machines, and telephone. Employees may be required to lift on occasion up to 10 pounds. This position is required to sit at a workstation for up to 8 hours a day.
BENEFITS
Evans offers excellent benefits including medical and vision insurance, employer-paid dental insurance, prescription drug coverage, FSA, HRA, 401k matching, 6 paid holidays + 2 floating holidays, PTO, birthday and anniversary days-off, two paid volunteer days, employee assistance program, employer-paid short term disability insurance, employer-paid life insurance, a casual and friendly work environment, fun employee outings, and the opportunity to contribute to and prosper at a quickly growing company.
Evans Transportation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Evans Transportation complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Requirements: